We’re a full-service tax, accounting, and consulting firm, providing all the services you need from your CPA firm: • Business + Individual Tax • Financial Statement Audit + Assurance • Business Advisory • Personal Wealth Planning • Estate & Gift Tax Planning • Financial Management for Entertainment Industry But it’s not just what we do that stands us apart, it’s how we do it. Our approach is very hands-on. Likely more hands-on than you are used to or what you think of when you think of working with a CPA firm. We go deep with you and become a member of your management team. We’ll know it’s working when we’re the first call you make when faced with a business decision large or small. We are based in Rhode Island, but service clients across the US and around the world. Why Rhode Island? Spend some time here and it’s not a question you’ll likely ask again. It has great natural beauty, unparalleled quality of life and a business community with a rich manufacturing history and entrepreneurial spirit. Little Rhody represents what we love about business: good people rowing in the same direction can achieve great things. But our clients and our work extend well beyond New England. We have clients in nearly every state, with heavy concentrations in California, New York and Florida. Of course business is global, and so are we. Leveraging technology allows us to service clients across the globe every bit as well as our local clients. We’ve also had a second office in Hong Kong for many years managed by George Lee, former manager at PricewaterhouseCoopers Hong Kong. This allows us to closely serve our clients there and on mainland China.
